See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,097 | $65,365+92.9% | $92,893+35.7% | $72,985+72.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.04% | 42.10%-19.1pp | 109.41%-86.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,332 | $2,594-10.1% | $3,653-36.1% | $2,440-4.4% |
| Participant deferral / active EE | $4,946 | $3,128+58.1% | $4,236+16.8% | $3,607+37.1% |
| Admin fee / account holder | $928 | $4,251-78.2% | $5,794-84.0% | $5,124-81.9% |